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SMIFS Investment Advisory Services offer personalized, research-driven guidance to help you make informed financial decisions. We tailor strategies to your goals, risk profile, and market outlook—ensuring transparency, compliance, and long-term value at every step of your investment journey....

Introduction

Introduction SEBI registered Portfolio Manager, Headquartered in Kolkata, Offices in Mumbai and representative offices in Chennai, Bengaluru, and Delhi. Investment decision is taken by a Committee of Core Group who are certified wealth manager with averag

Why Choose Smifs

FAQ'S

Smifs Evergreen is a solid, long-term investment product. As the Holy Bible (New Testament, Galatians 6:7) says, 'Whatsoever a man soweth, that shall he also reap'. We choose sturdy, evergreen plants that yield sweet fruits, take care of them, and they become trees from a solid gene pool, giving a decent harvest and withstanding bad weather, all for the long term.

Core values underlying the Smifs Evergreen Portfolio

Investment PhilosophyCapital preservation with solid and steady growth
Risk AppetiteMinimal
StrategyInvest in fundamentally strong scrips available at affordable valuation. Invest in large caps and blue chips.
Investment Time frameLong term holding
Sectoral BiasAcross the Spectrum with no particular bias
Max WeightageStock 15% and Sector 25%

Fee Structure

PlanFees / ChargesMode Of Payments
Fixed Plan2% per annum of the average daily value of the portfolioPayable quarterly
Variable Plan - A1% per annum of the investment amount plus 10% of profit above an annualized return of 10%Payable quarterly
Variable Plan - B20% of ProfitPayable Half Yearly

Profit Definition: Profit means realized gains, unrealized gains and dividend received.

Variable Plan Investment Recalculation: For variable plan, investment amount is re-calculated at market rates at the beginning of the financial year.

Profit Booking Discretion: Profit booking is at sole discretion of the fund manager.

Additional Charges: Service Tax and other surcharges are extra.

Note: We reserve the right to change our fee structure. Please speak with your PMS Relationship Manager for latest details.

SMIFS Harvest focuses on reaping the benefits of well-timed investments, capturing opportunities when they are ripe for picking. This strategy emphasizes timing and market cycles to maximize returns.

Core values underlying the SMIFS Harvest Portfolio

Investment PhilosophyOpportunistic growth with market timing
Risk AppetiteModerate
StrategyFocus on market cycles and seasonal opportunities
Investment Time frameMedium to long term
Sectoral BiasCyclical sectors with growth potential
Max WeightageStock 20% and Sector 30%
SMIFS Cedar represents strength and stability, focusing on robust companies with strong fundamentals that can weather market storms and provide consistent growth over time.

Core values underlying the SMIFS Cedar Portfolio

Investment PhilosophyStability and consistent growth
Risk AppetiteConservative
StrategyInvest in blue-chip companies with strong fundamentals
Investment Time frameLong term
Sectoral BiasDefensive sectors
Max WeightageStock 12% and Sector 20%
SMIFS Blooms focuses on emerging opportunities and growth potential, identifying companies in their early stages that show promise for significant future returns.

Core values underlying the SMIFS Blooms Portfolio

Investment PhilosophyGrowth through emerging opportunities
Risk AppetiteModerate to High
StrategyInvest in emerging companies with growth potential
Investment Time frameMedium term
Sectoral BiasTechnology and innovation sectors
Max WeightageStock 25% and Sector 35%
SMIFS Greenhshoots targets early-stage investments with high growth potential, focusing on companies that are just beginning to show their potential in the market.

Core values underlying the SMIFS Greenhshoots Portfolio

Investment PhilosophyEarly-stage growth opportunities
Risk AppetiteHigh
StrategyInvest in early-stage companies with high growth potential
Investment Time frameMedium to long term
Sectoral BiasEmerging sectors and startups
Max WeightageStock 30% and Sector 40%
SMIFS Orchard focuses on diversified investments across multiple sectors, creating a well-balanced portfolio that can provide steady returns from various sources.

Core values underlying the SMIFS Orchard Portfolio

Investment PhilosophyDiversified growth across sectors
Risk AppetiteModerate
StrategyDiversified investments across multiple sectors
Investment Time frameLong term
Sectoral BiasBalanced across all sectors
Max WeightageStock 18% and Sector 25%
SMIFS Bouquet combines the best of all strategies, creating a carefully curated selection of investments that work together to provide optimal returns while managing risk.

Core values underlying the SMIFS Bouquet Portfolio

Investment PhilosophyCurated selection for optimal returns
Risk AppetiteBalanced
StrategyCarefully curated mix of investment strategies
Investment Time frameFlexible
Sectoral BiasStrategic allocation across sectors
Max WeightageStock 22% and Sector 30%
Promoter Financing | SMIFS Limited